在此合作关系下，公司将负责营运平台、客户管理和当地合规，而Tellus将提供硬件设备、诊断平台和 技术支援。是次合作亦延伸至先进技术和资本市场。双方将共同探索车网互动("V2G")技术应用和实体 资产("RWA")代币化，特别是旨在完成能源挂鈎代币化与公司平台的技术整合。是次合作使集团能够为 其网络扩展获得稳定的硬件供应，并加速先进能源技术在香港和东南亚市场的采用。 格隆汇12月10日丨基石科技控股(08391.HK)公告，公司于2025年11月25日与Tellus Power Globe Holding Limited("Tellus")订立了一份《战略合作协议》。根据该协议，公司计划扩大其在香港、泰国及其他目 标地区的充电网络。基于此业务计划，双方建立了非排他性的优先供应商关系。除硬件供应外，双方同 意就未来在香港和东南亚的招标项目进行合作。 ...

香港交易及結算所有限公司及香港聯合交易所有限公司對本公佈之內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不就因本公佈全部或任何部分內容 而產生或因倚賴該等內容而引致之任何損失承擔任何責任。 是次合作亦延伸至先進技術和資本市場。雙方將共同探索車網互動（「V2G」）技術應用和 實體資產（「RWA」）代幣化，特別是旨在完成能源掛鈎代幣化與本公司平台的技術整合。 是次合作使本集團能夠為其網絡擴展獲得穩定的硬件供應，並加速先進能源技術在香港 和東南亞市場的採用。 — 1 — CORNERSTONE TECHNOLOGIES HOLDINGS LIMITED 基石科技控股有限公司 （於開曼群島註冊成立之有限公司） （股份代號：8391） 自願公告 與TELLUS POWER GLOBE HOLDING LIMITED的戰略合作協議 董事會欣然宣佈，Cornerstone Technologies Holdings Limited（「本公司」）於2025年11月25日 與Tellus Power Globe Holding Limited（「Tellus」）訂立了一份《戰略合作協議》（「該協議」）。 根 ...

"发展自动驾驶"、"布局飞行汽车"、"推动汽车智能化、电动化"……近日，多省市纷纷出炉"十五五"规划建议，尽管各自立足不同的实际情况， 但其中的共同点之一，是均把汽车产业作为未来五年的发展重点，作出布局。 纷纷盯上汽车行业 布局汽车产业，重视汽车消费，成为各地未来五年共同追求的目标。 有关专家表示，全球汽车产业正经历着百年未有之大变局，而汽车智能化、电动化无疑是这场变革的核心驱动力。2025年，我国新能源乘用车零售的市 场渗透率达到59.3%，较去年同期提升7个百分点。这一数据不仅彰显了我国在新能源汽车领域的蓬勃发展态势，更意味着我国在新能源汽车位居世界领 先，而各地将汽车产业尤其是新能源汽车视为未来五年实现"换道超车"的关键抓手，正是因为新能源汽车产业既是朝阳产业，也是发展新质生产力的重要着 力点。 同时，各省市"十五五"规划建议中频繁出现的"固态电池"、"车网互动（V2G）"、"自动驾驶"等前沿技术方向，无一不指向汽车电动化与智能化融合的 未来赛道。固态电池被视为下一代电动汽车电池的理想选择，具有高能量密度、高安全性和长寿命等优势，一旦实现大规模商业化应用，将彻底改变电动汽 车的性能与市场格局。车网互动（ ...

Core Insights - The 10th International Summit on Power Battery Applications (CBIS 2025) was held in Shanghai, focusing on the theme of "New Era of Regionalization in Global Supply Chains" [1] - The summit has become a significant platform for industry exchange, attracting leading companies such as Yiwei Lithium Energy, Ganfeng Lithium, and others to discuss battery industry trends and next-generation technology breakthroughs [1][3] Industry Trends - The current stage of new energy battery technology is characterized by critical exploration, with advancements in liquid and solid-state batteries being pivotal [3] - Innovation is seen as the driving force to address resource constraints, safety challenges, and cost pressures in the industry [3] - The industry is evolving from a single automotive power application to a multi-scenario energy carrier, necessitating global supply chain collaboration [3] Challenges and Opportunities - Key challenges identified include lifecycle cost control and performance optimization in extreme cold environments [3] - The integration of power batteries into distributed energy systems is essential for transforming electric vehicles into "mobile banks" through vehicle-to-grid (V2G) technology [3] - Safety concerns, particularly thermal runaway in batteries, remain a critical issue that the industry must address [3] Solid-State Battery Focus - Solid-state batteries are gaining attention due to their high energy density and safety, with a significant increase in global shipments expected [6] - The 2025 China Solid-State Battery Industry Development White Paper indicates a projected shipment of 6.8 GWh in 2024, representing a growth of over 280% year-on-year [6] - Breakthroughs in material technology are laying the foundation for the industrialization of solid-state batteries [6] Competitive Landscape - Chinese battery companies are transitioning from followers to strong competitors in the global market, focusing on product quality, supply chain resilience, and carbon footprint management [4] - As production capacity increases, the emphasis on cost and quality has made lean manufacturing a focal point in the industry [5] Future Outlook - Solid-state batteries are expected to occupy 20%-30% of the niche market, serving as a high-end supplement rather than a complete replacement for existing battery systems [7] - Continuous micro-innovations in safety, cost reduction, and efficiency improvements are crucial for the industry's future [7]

Core Insights - The logistics industry is undergoing a significant transformation driven by the rise of electric vehicles, leading to a shift from fragmented operations to large-scale, efficient models [1][5] - The cost advantages of electric trucks and the development of a robust charging infrastructure are critical for enabling large-scale operations [2][4] - Digitalization and innovative operational models are enhancing efficiency and predictability in asset returns for large logistics companies [3][4] Group 1: Industry Transformation - The logistics sector is experiencing a shift from decentralized to centralized operations due to the electrification of transport [1][5] - Electric trucks, despite higher initial costs, offer long-term economic benefits, enabling large companies to achieve scale through bulk purchasing and government incentives [1][4] - The cost of operating electric heavy trucks is significantly lower, with energy costs per kilometer at approximately 1.15 yuan compared to 1.68 yuan for fuel trucks, leading to annual savings of about 95,000 yuan per vehicle [1] Group 2: Infrastructure and Support - The establishment of a comprehensive charging network is essential for the efficient operation of electric logistics vehicles, which large companies are better positioned to develop [2] - The trend of resource consolidation is accelerating as smaller operators rely on the energy networks of larger firms, facilitating a shift from fragmented to collaborative operations [2] Group 3: Digitalization and Innovation - Electric trucks' inherent digital capabilities allow for integration with smart management systems, enhancing operational efficiency through real-time data analysis [3] - Innovations such as vehicle-to-grid (V2G) technology enable electric fleets to act as distributed energy storage, improving asset utilization and financial resilience [3] Group 4: Operational Models - New operational models like battery leasing and shared fleet management are lowering entry barriers for companies, promoting broader participation in electric logistics [4] - The evolution of these models is dismantling the notion that large-scale operations are exclusive to a few companies, fostering a more open and efficient industry ecosystem [4]

Core Insights - The construction of electric vehicle charging infrastructure in China is experiencing significant growth, with a total of 17.348 million charging guns as of August 2025, representing a year-on-year increase of 53.5% [1] - Public charging facilities have reached 4.316 million, up 37.8% year-on-year, while private charging facilities have surged to 13.032 million, marking a 59.6% increase [1] Infrastructure Development - The rapid development of charging infrastructure is alleviating "range anxiety" and "charging anxiety" for electric vehicle users, moving towards a scenario where charging is as convenient as refueling [2] - China has established the world's largest electric vehicle charging network, with public and private charging guns developing in tandem [2] - Key cities like Shenzhen, Shanghai, and Beijing are leading the way in creating a comprehensive charging network that includes supercharging stations, community chargers, and destination charging points [3] Market Dynamics - The domestic electric vehicle market is witnessing substantial growth, with cumulative sales surpassing 40 million units, maintaining the world's leading position for ten consecutive years [4] - The electrification of public transport and logistics vehicles is driving the demand for charging infrastructure, creating opportunities for dedicated charging stations [4] - Technological advancements, such as liquid cooling technology, are enhancing charging efficiency and user experience by reducing charging times and improving power output [4] Industry Collaboration - The growth of the charging infrastructure industry relies on collaboration across the supply chain, with upstream material and equipment manufacturers focusing on technology development to enhance product reliability [5] - Real estate developers are increasingly incorporating charging stations into new residential projects, facilitating future installations for homeowners [5] Policy and Regulation - A unified national charging infrastructure information monitoring platform has been established to optimize resource allocation and improve operational efficiency [7] - The integration of AI algorithms in charging facility operations is enhancing service quality and operational efficiency [7] Future Outlook - Experts predict ongoing advancements in charging infrastructure technology, with a shift towards multifunctional integrated charging solutions [8] - The commercialization of vehicle-to-grid (V2G) technology is expected to transform energy interactions, allowing users to become both consumers and producers of electricity [8] - China's experience in charging infrastructure development is seen as a microcosm of its transition from a follower to a leader in the global electric vehicle market, contributing to the country's carbon reduction goals [8]

Core Insights - The construction of electric vehicle charging infrastructure in China is experiencing significant growth, with public charging facilities reaching 4.316 million units, a year-on-year increase of 37.8%, and private charging facilities reaching 13.032 million units, a year-on-year increase of 59.6% [2][3] Infrastructure Development - The rapid development of charging infrastructure is alleviating "range anxiety" and "charging anxiety" for electric vehicle users, moving towards a scenario where charging is as convenient as refueling [3] - China has established the world's largest electric vehicle charging network, with public charging guns distributed across urban areas and transport corridors, enhancing long-distance travel and public charging capabilities [3][4] - The growth of charging infrastructure is particularly pronounced in coastal eastern regions and areas with concentrated new energy vehicle industries, with cities like Shenzhen, Shanghai, and Beijing leading the way [4] Market Dynamics - The domestic new energy vehicle market is experiencing substantial growth, with cumulative sales surpassing 40 million units, maintaining the world's leading position for ten consecutive years [5] - The electrification of public transport and logistics vehicles is driving the demand for dedicated charging stations, creating opportunities for infrastructure expansion [6] Technological Advancements - Innovations such as liquid cooling technology are addressing challenges faced by traditional charging guns, improving charging efficiency and user experience [6] - The integration of smart systems in charging infrastructure is enhancing service quality and operational efficiency, with companies utilizing AI algorithms for dynamic pricing and power distribution [7] Future Outlook - Experts predict ongoing advancements in charging infrastructure technology, with a shift towards multifunctional integrated charging solutions [8] - The commercialization of vehicle-to-grid (V2G) technology is expected to transform energy interactions, allowing users to become both consumers and producers of electricity [9] - The successful development of charging infrastructure in China is seen as a reflection of the country's transition from following to leading in the new energy vehicle sector, contributing to global carbon reduction goals [9]

Core Insights - The construction of electric vehicle charging infrastructure in China is experiencing significant growth, with a total of 17.348 million charging points as of August 2025, representing a year-on-year increase of 53.5% [2] - Public charging facilities have reached 4.316 million, up 37.8% year-on-year, while private charging facilities have surged to 13.032 million, marking a 59.6% increase [2][3] Infrastructure Development - The rapid development of charging infrastructure is alleviating "range anxiety" and "charging anxiety" for electric vehicle users, moving towards a scenario where charging is as convenient as refueling [3] - China has established the world's largest electric vehicle charging network, with public and private charging points developing in tandem [3][4] - Key cities like Shenzhen, Shanghai, and Beijing are leading the way in building a comprehensive charging network that includes supercharging stations, community chargers, and destination charging points [4] Market Dynamics - The domestic electric vehicle market is witnessing substantial growth, with cumulative sales surpassing 40 million units, maintaining the world's highest production and sales for ten consecutive years [5] - Car manufacturers are incentivizing consumers by offering free home charging stations as part of vehicle purchase packages, thereby increasing the installation rate of private charging points [5] Technological Advancements - The electrification of public transport and logistics vehicles is driving the demand for specialized charging stations, while advancements in liquid cooling technology are enhancing charging efficiency and user experience [6] - The charging infrastructure industry is thriving due to collaboration across the supply chain, with upstream material and equipment suppliers focusing on improving technology and reliability [6] Policy and Regulation - A unified national charging infrastructure information monitoring platform has been established to optimize resource allocation and enhance the efficiency of charging station operations [7] - The integration of AI algorithms in charging facility operations is improving service quality and operational efficiency [7] Future Outlook - Experts predict ongoing advancements in charging technology and the integration of big data and IoT, leading to transformative changes in operational models [8] - The commercialization of vehicle-to-grid (V2G) technology is expected to create a new era of energy interaction, where users can also act as energy producers [9] - The successful experience of China's charging infrastructure development reflects the broader transition of the electric vehicle industry from follower to leader on the global stage [9]

Core Insights - The article highlights the innovative development path of Shenzhen Jiyang Intelligent Technology Co., Ltd. in the battery manufacturing sector, emphasizing its role in the transformation of the new energy industry driven by the "dual carbon" goals [1][2] Industry Overview - The new energy industry in China is undergoing a profound transformation from scale expansion to quality improvement, with power batteries being a core component that directly affects industry competitiveness [1] - The Chinese new energy industry is the largest globally, yet it faces significant challenges in battery manufacturing, particularly in logistics, information flow, and energy flow, leading to inefficiencies and safety risks [1] Company Innovations - Jiyang Intelligent has over 800 patents, including 38 international patents, and has established a digital workshop standard system for lithium-ion battery manufacturing [2] - The company has developed advanced equipment such as high-speed laser ear forming machines and intelligent continuous winding machines, breaking foreign monopolies and achieving international advanced technical standards [2] - Jiyang Intelligent has implemented a three-tier safety system ("passive-active-intrinsic") to reduce the probability of thermal runaway in batteries to below 0.01% through AI visual inspection and the application of thermal insulation materials [2] Strategic Directions - The company is focusing on three strategic areas: developing self-learning flexible manufacturing systems, utilizing blockchain technology for carbon emission traceability throughout the battery lifecycle, and creating integrated continuous battery manufacturing equipment for the European market [3] - Jiyang Intelligent has transformed from a technology follower to a rule-maker in the industry within 15 years, actively participating in the formulation of over 70 power battery manufacturing standards [2][3] Future Vision - The ultimate goal of Jiyang Intelligent is to lead in creating a better life through machine innovation, contributing significantly to the global energy transition and high-quality development of China's manufacturing industry [3]

Core Insights - The rural market in China is emerging as a significant growth area for the automotive industry, particularly for electric vehicles (EVs) [1][3] - The Ministry of Industry and Information Technology, along with other governmental bodies, has launched a 2025 initiative to promote the adoption of new energy vehicles in rural areas, featuring a diverse range of 124 models [1][3][4] Policy and Market Dynamics - The 2025 initiative represents a systematic upgrade in policy, focusing on sustainable development and integrating "green travel" with rural revitalization [3][4] - The number of vehicle models available has increased significantly, from 60 in 2020 to 124 in 2023, catering to various consumer needs in rural areas [4][5] - The initiative aims to stimulate market growth by enhancing consumer awareness and providing a wider range of affordable options [3][5] Infrastructure and Technological Advancements - The initiative emphasizes the importance of charging infrastructure, with plans to develop charging stations in rural areas to support the growing number of EVs [6][10] - The integration of vehicle-to-grid (V2G) technology is expected to enhance the utility of EVs as distributed energy storage units in rural settings [3][6] Consumer Engagement and Market Penetration - The program aims to address consumer pain points by providing direct access to vehicles and services in rural areas, enhancing the overall purchasing experience [7][8] - There is a need for ongoing consumer education and targeted marketing strategies to promote EV adoption in rural communities [11][12] Recommendations for Future Development - To ensure sustainable growth in the rural automotive market, it is essential to establish a permanent sales and service network that goes beyond temporary promotional activities [8][12] - The government should focus on targeted subsidies and support for infrastructure development, ensuring that charging facilities meet the specific needs of rural consumers [10][12]